Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
For Susan, servicing clients is foundation of successful financial and retirement planning. It’s vital to take a holistic approach to wealth management and it begins with this promise: to provide you with the best service from Merrill.
Susan is a financial advisor at Merrill Lynch Wealth Management where she helps individuals, families and business owners pursue their goals with total wealth management. In this capacity, Susan develops customized wealth management, including strategies around investing, credit & lending, banking & liquidity management, and trusts & estate planning for families, businesses and private foundations.
As an aviation pilot, she knows that precision counts and uses that analytical approach to create comprehensive financial strategies for individuals, families and businesses. Susan’s commitment to customer service helps to ensure ongoing communications for her clients ever evolving financial landscapes. Clear roadmap, insight, confidence, trust. Susan applies a strategic and tactical focus in managing client wealth.
Susan joined Merrill Lynch Wealth Management in 2017 bringing over 30 years of business experience in the areas of health care, technology, aviation and real estate.
Range of Services
• Investment management
• Asset Allocation
• Financing through Bank of America, N.A.
• Insurance products portfolio
• Trust structures and administration
• Cash flow management, bill payment
• Bachelor of Business, The University of Iowa
• Master’s in Health Law & Administration, DePaul University
• FINRA Series 7 and Series 66 registrations
Lake Forest Chamber of Commerce, Vice President
Lake Forest Historical Society
Newberry Library, Chicago
Lake Forest Writer's Group
Daughter's of the American Revolution
Midwest Writers Association
Billy Caldwell (1780-1841) Chicago and the Great Lakes Trail (Fonthill Media)
Downtown Lake Forest (Arcadia Publishing)
West Lake Forest (Arcadia Publishing)
Legendary Locals of Lake Forest (Arcadia Publishing)
Lake Forest 150th Sesquicentennial (Performace Media, LLC)
American Solar Energy Society
Women in Solar
Midwest Renewable Energy Association
Women in Aviation, International
Women in Corporate Aviation
Lake Forest Troop #46, Boy Scouts of America
University of Iowa Alumni Association
De Paul University Alumni & Friends
Our team is involved with local communities, assisting charitable organizations such as Project RELO. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
The University of Iowa
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.